- Mutual Funds
- Quantum Mutual Fund
- Quantum Equity FoF Regular Growth
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 84.346
NAV (Oct 15)
Fund Returns
Last 1Y | 36.7% |
Last 3Y | 14.2% |
Last 5Y | 19.5% |
Last 10Y | 14.3% |
Since Inception | 14.9% |
6 Month CAGR | 16.8% |
Scheme Information
The scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.
Expense Ratio | 0.75 |
Launched (0y ago) | 0.75 |
AUM in Crores | 135.6 |
ISIN | INF082J01275 |
Lock-in | - |
Benchmark | BSE 200 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.1 |
Beta | 0.9 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum Equity FoF (G) | 12,01,301 | 4,68,689 | 19.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
SBI Magnum Mid Cap Direct Plan-Growth
12.9%Invesco India Contra Fund Direct-Growth
12.8%ICICI Prudential Focused Equity Fund Direct-Growth
12.7%360 ONE Focused Equity Fund Direct-Growth
12.5%Sundaram Large and Mid Cap Fund Direct-Growth
12.3%Allocation by Sector
Financial
23%Automobile
9.5%Healthcare
8.4%Services
7.8%Technology
7.7%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Quantum Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 7.8% | ||
5.9% | 6.7% | ||
17% | 17.3% | ||
17% | 14.5% | ||
15.3% | 8.3% |
Quantum Equity FoF Regular Plan Growth Review
Quantum Equity FoF Regular Plan Growth is a Flexi Cap Equity fund and has delivered an annualised return of 14.94% over a period of 7 years. The fund is managed by Quantum Mutual Fund. The fund manager’s name is Chirag Mehta.
Nav of Quantum Equity FoF as of 10/15/2024 is ₹84.35 with the total AUM as of 10/16/2024 is ₹135.646634. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Equity FoF was launched on 2017-04-01. The category risk of the fund is Below Average.
The minimum SIP amount for Quantum Equity FoF Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quantum Equity FoF Regular Growth is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 200 Total Return Index.
It is rated as a null fund in Equity and delivered 36.681% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum Equity FoF.
Frequently Asked Questions
What is Quantum Equity FoF?
How to invest in Quantum Equity FoF?
You can invest in Quantum Equity FoF Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quantum Equity FoF?
The minimum sip amount for Quantum Equity FoF Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is Quantum Equity FoF Regular Plan good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quantum Equity FoF Regular Plan Growth?
The expense ratio of the Quantum Equity FoF Regular Growth is 0.75% for regular plan.
What is the NAV of Quantum Equity FoF?
Today's Quantum Equity FoF Regular Growth NAV is ₹84.35.